AUMdb

Metalx, Llc 401(k) Plan

Sponsored by Metalx, Llc · EIN 453790057 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
207
With balances
182

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $12,619
Retirement Plan Concepts & Services Contract administrator $10,229
Empower Annuity Insurance Company Recordkeeping fees $9,624
Empower Advisory Group, Llc Investment management $1,945